JK Cement Limited — Investor Meet, 06-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

JK Cement delivered robust H1 FY26 financial results, with revenue up 19% YoY to ₹6,049 Cr and EBITDA rising 49% to ₹1,113 Cr. Q2 operating costs were impacted by kiln maintenance and branding efforts. The company is actively expanding, with a Prayagraj grinding unit commissioned and the Panna integrated plant, Hamirpur grinding unit, and Buxar grinding unit slated for FY26 completion. The significant Jaisalmer project is set for Q2 FY28. Management projects 10% volume growth for FY26, targeting ₹75-90/ton in cost savings. While the market sees pricing pressure post-GST reduction and increased competition, strategic initiatives like Toshali, Saifco, and new product development in calcined clay and UAE construction chemicals are key focus areas. Sentiment: Confident in growth and expansion.